Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellingham, WA area, Blake Hanacek will take the time to understand you and your goals, as well as those changing... Read More

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kristina Daheim is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Bellingham, WA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More

At Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bellingham, WA area to... Read More

At Wisdom Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Bellingham, WA area to... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellingham, WA area, Lindsey Maphumulo will take the time to understand you and your goals, as well as those changing... Read More

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bellingham, WA area, Adam J Faber will take the time to understand you and your goals, as well as those... Read More

Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households.

The Waddell & Reed Bellingham branch office is located in Northwest Washington. Our team includes financial advisors who are committed to placing clients first. The relationship begins with understanding your financial needs and tailoring a financial plan to address your specific goals. Our advisors then work to pair products and services to help you reach those goals.